Palisades Hudson Asset Management, L.P.
•CIK: 1388443•Filing: Q4 2025
**Palisades Hudson Asset Management, L.P.** manages $258M across a diversified portfolio of 101 positions. The fund exhibits significant concentration in equity indices, notably holding IJS at $32.3M, followed by VTI and SPY, each at $19.6M. Further allocations include substantial positions in IJT ($13.9M) and IJR ($11.5M), suggesting a core focus on broad market and sector exposure. This structure indicates a systematic, index-tilted approach to capital deployment.
Total AUM
$257.9M
QoQ Performance
-6.5%
Positions
79
Top 10 Concentration
57.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IJS
VTI
SPY
IVV
IJT
IJS12.5%
VTI7.6%
SPY7.6%
IVV5.6%
IJT5.4%
IJR4.5%
IEUR4.3%
JP3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.4%
ETF13.5%
Technology8.3%
Consumer2.5%
Financial1.7%
Healthcare0.9%
Industrial0.5%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023